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TPG Financial Advisors, LLC: SPTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TPG Financial Advisors, LLC on SPTI, newest first. How the timeline and the estimate are built.

TPG Financial Advisors, LLC held 400,617 SPTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 400,617 shares
    Change vs previous 13F -2,938 shares

    3.4% of the 13F portfolio, value $11,373,517.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 403,555 shares
    Change vs previous 13F +58,046 shares

    3.76% of the 13F portfolio, value $11,565,886.

    13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 345,509 shares
    Change vs previous 13F -4,783 shares

    3.33% of the 13F portfolio, value $9,964,480.

    13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 350,292 shares
    Change vs previous 13F -3,583 shares

    3.77% of the 13F portfolio, value $10,123,439.

    13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 353,875 shares
    Change vs previous 13F -49,333 shares

    4.07% of the 13F portfolio, value $10,180,984.

    13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 403,208 shares
    Change vs previous 13F -154,137 shares

    5.09% of the 13F portfolio, value $11,523,685.

    13F-HR 0001706669-25-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 557,345 shares
    Change vs previous 13F +491,185 shares

    6.76% of the 13F portfolio, value $15,538,779.

    13F-HR 0001706669-25-000001 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 66,160 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,922,610.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).